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Portfolio (Quarterly) Guide ↗

Trail Ridge Investment Advisors, LLC

· CIK 0001911013
13F Portfolio $230M AUM 99 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 41 Added 27 Reduced 7 Exited
Page 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 6,200.0 $380K 0.17% $61.35 -12.2%
82 VSH VISHAY INTERTECHNOLOGY INC Technology 19,505.0 $351K 0.15% +851.0 +4.6% $18.00 +194.5%
83 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 556.0 $343K 0.15% -43.0 -7.2% $616.76 +10.2%
84 SPYM SPDR SERIES TRUST 4,395.0 $336K 0.15% +894.0 +25.5% $76.54 +16.0%
85 BIIB BIOGEN INC Healthcare 1,807.0 $331K 0.14% $183.33 +7.7%
86 MDYG SPDR SERIES TRUST 3,410.0 $327K 0.14% -73.0 -2.1% $95.96 +13.0%
87 XLK SELECT SECTOR SPDR TR 2,442.0 $325K 0.14% -604.0 -19.8% $132.90 +40.6%
88 EVEREST GROUP LTD 925.0 $302K 0.13% -420.0 -31.2% $326.87
89 IJR ISHARES TR 2,415.0 $300K 0.13% -383.0 -13.7% $124.31 +12.4%
90 BAC BANK AMERICA CORP Financial Services 5,591.0 $273K 0.12% +215.0 +4.0% $48.75 +4.0%
91 IWR ISHARES TR 2,643.0 $257K 0.11% $97.23 +10.2%
92 SOUTHSTATE BK CORP 2,762.0 $256K 0.11% $92.52
93 PBI PITNEY BOWES INC Industrials 22,510.0 $249K 0.11% -1K -4.5% $11.05 +43.3%
94 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 8,694.0 $244K 0.11% +385.0 +4.6% $28.01 +12.4%
95 VZ VERIZON COMMUNICATIONS INC Communication Services 4,848.0 $243K 0.11% -5K -48.4% $50.20 -4.6%
96 ED CONSOLIDATED EDISON INC Utilities 2,000.0 $226K 0.10% NEW $113.18 -6.2%
97 NFLX NETFLIX INC. Communication Services 2,319.0 $223K 0.10% +172.0 +8.0% $96.15 -10.4%
98 XLE SELECT SECTOR SPDR TR 3,590.0 $220K 0.10% NEW $61.26 -7.0%
99 CSCO CISCO SYS INC Technology 2,582.0 $200K 0.09% NEW $77.59 +53.2%
Page 5 of 5  ·  99 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.0%
Financial Services 13.6%
Consumer Cyclical 12.9%
Consumer Defensive 9.7%
Industrials 9.3%
Healthcare 9.1%
Communication Services 9.1%
Utilities 1.9%
Real Estate 0.8%
Energy 0.6%